Group 1 - Latest inflation data is not expected to disrupt the Federal Reserve's current monetary policy [1] - Trump is advocating for the removal of Lisa Cook from the Federal Reserve Board [1] - Paramount's Skydance is considering a bid for Warner Bros. Discovery [1]

Let's stay on the market here. Bring in our first guest who says CPI numbers are worrisome but not scary and that inflation continues to rise but it's not scorching hot. Joining us now is Wells Fargo Securities head of macro strategy Michael Schumacher.Michael, great to see you. Um, does today's data, whether it be claims or CTI, change your expectations at all. No.Look, September's baked in. I think that's pretty clear. To me, the much more interesting thing is what's the long-term prognosis for the Fed.An ...

RT Julien Bittel, CFA (@BittelJulien)It’s been five days since the August jobs report dropped, and I’ve gone through at least 20 takes. The narratives are all over the place, making it hard to separate signal from noise.Here’s what actually matters:Unemployment keeps grinding higher, exactly as our lead indicators and GMI/MIT work flagged back in Q1. That keeps the Fed engaged.At the same time, the earliest signs of a cyclical recovery in employment are already showing up in the data.Our GMI Early Workforce ...

The Supreme Court just allowed the president to fire a member of the Federal Trade Commission. @StepCarter wonders if the Fed is next (via @opinion) https://t.co/QaPzFQT4L3 ...

The jobs report proves the Fed is behind the curve again.They should cut 50 basis points or more in September. https://t.co/ZmIXCLNbQI ...

Market Outlook - Markets will have time to react before Donald Trump influences the Federal Reserve [1] - Do not assume a positive outcome despite the time available for market adjustment [1]

Donald Trump’s "sacking" of Lisa Cook is a remarkable escalation in his campaign against the Fed. Three pressure points will determine how much damage he can do https://t.co/9XzxxmisCe ...

The president’s sacking of Lisa Cook is a remarkable escalation in his campaign against the Fed. Three pressure points will determine how much damage he can do https://t.co/k84bKfCnXLIllustration: Ricardo Santos https://t.co/xMXdtWwQe0 ...

A Dozen Thoughts on Trump’s Attempted Firing at the Fed https://t.co/5OGbzMYqQM ...

Market Dynamics & Fed Influence - Market reaction to news regarding Lisa Cook was minimal, with a brief dip and recovery of the dollar [2] - The market is closely watching the Fed's actions and their influence on both stocks and bonds, particularly regarding political uncertainty [4] - The bond market is asserting its influence on longer-term rates, indicating a risk premium [4] - US markets are resilient, supported by companies with strong earnings that can be vetted through 10Ks and 10Qs [5][6] Portfolio Allocation & Retirement Planning - TIAA advises retirement participants to adhere to their glide path, focusing on savings and portfolio protection to achieve desired retirement outcomes [7] - Alternatives, including annuities, are gaining recognition, with annuities offering guaranteed protection and the potential for a guaranteed paycheck in retirement [8][9] - TIAA oversees $894 billion in assets [1]